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AvalonBay Communities
AVB

458 hedge funds and large institutions have $25.2B invested in AvalonBay Communities in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 169 increasing their positions, 180 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

6% more capital invested

Capital invested by funds: $23.7B → $25.2B (+$1.48B)

2.59% more ownership

Funds ownership: 97.46% → 100.05% (+2.6%)

1% less funds holding

Funds holding: 462 → 458 (-4)

6% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 180

24% less funds holding in top 10

Funds holding in top 10: 17 → 13 (-4)

49% less call options, than puts

Call options by funds: $47M | Put options by funds: $92.4M

Holders
458
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
11.4%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.32%
New
35
Increased
169
Reduced
180
Closed
31
Calls
$47M
Puts
$92.4M
Net Calls
-$45.4M
Net Calls Change
-$33.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.49B
2
Cohen & Steers
Cohen & Steers
New York
+$440M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
+$326M
4
Deutsche Bank
Deutsche Bank
Germany
+$140M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$139M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$200M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$92.9M
3
LIMS
Lasalle Investment Management Securities
Maryland
-$68.2M
4
JP Morgan Chase
JP Morgan Chase
New York
-$61.2M
5
N
Nuveen
North Carolina
-$57.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Caisse de Depot et Placement du Quebec (CDPQ)
301
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$659K -$1.88M -10,500 -75%
BTS
302
BB&T Securities
Virginia
$644K +$2.87K +16 +0.5%
TYCC
303
Texas Yale Capital Corp
Florida
$643K +$183K +1,020 +41%
MSV
304
MN Services Vermogensbeheer
Netherlands
$629K +$26.2K +146 +4%
PI
305
PineBridge Investments
New York
$619K -$543K -3,026 -47%
CC
306
ClearArc Capital
Ohio
$615K -$1.61K -9 -0.3%
Assenagon Asset Management
307
Assenagon Asset Management
Luxembourg
$613K +$599K +3,337 New
BAS
308
Brown Advisory Securities
Maryland
$603K -$6.46K -36 -1%
BF
309
BOK Financial
Oklahoma
$594K -$8.97K -50 -2%
AIP
310
Ameritas Investment Partners
Nebraska
$580K -$22.1K -123 -4%
Victory Capital Management
311
Victory Capital Management
Texas
$570K -$296K -1,650 -35%
CT
312
Clearstead Trust
Maine
$569K – – –
ST
313
Spinnaker Trust
Maine
$569K – – –
Mirae Asset Global Investments
314
Mirae Asset Global Investments
South Korea
$565K +$553K +3,081 New
SCM
315
Salem Capital Management
Massachusetts
$556K – – –
RG
316
Rikoon Group
New Mexico
$549K -$17.9K -100 -3%
UCFA
317
United Capital Financial Advisors
Texas
$546K -$308K -1,716 -37%
II
318
IFM Investors
Australia
$541K +$219K +1,218 +70%
LAIC
319
Lederer & Associates Investment Counsel
California
$530K – – –
Commonwealth Equity Services
320
Commonwealth Equity Services
Massachusetts
$526K +$9.87K +55 +2%
AG
321
Advisor Group
Arizona
$492K +$124K +693 +35%
GXMC
322
Global X Management Company
New York
$489K +$41.8K +233 +10%
LS
323
Livforsakringsbolaget Skandia
Sweden
$473K -$1.17M -6,500 -72%
IR
324
Invictus RG
Bermuda
$466K +$456K +2,540 New
AGA
325
Accuvest Global Advisors
Utah
$445K +$435K +2,422 New
11 12
13
14 15

AVB Hedge Fund Activity: Q1 2017 in Review

458 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q1 2017, worth a combined $25.2B — up 6.3% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AVB positions and 31 closed out — a net gain of 4 holders — while 169 added to existing stakes and 180 trimmed.

The largest buyer was BlackRock, adding an estimated $2.49B. The largest seller was Morgan Stanley, cutting an estimated $200M.

  • 458 institutional investors held AvalonBay Communities (AVB) as of Q1 2017, down from 462 in Q4 2016.
  • Funds reported $25.2B of AvalonBay Communities stock for Q1 2017, up 6.3% quarter-over-quarter.
  • 35 funds opened new AvalonBay Communities positions in Q1 2017 and 31 closed out, a net change of +4 holders.
  • The largest AvalonBay Communities buyer in Q1 2017 was BlackRock, an estimated $2.49B added.
  • The largest AvalonBay Communities seller in Q1 2017 was Morgan Stanley, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2017.